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Jeffrey John Kohls

Advisor at Thrivent Investment Management — Holister, MO

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Holister, MO

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,212

Across 1,430 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Jeffrey Kohls is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts via a consolidated billing option, while maintaining separate planning and management services.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Holister, MO

Holister MO

Advisors at this office

1

Most active in

Missouri

Work history

30 years of industry experience

Thrivent Financial for Lutherans

2002 - Present • 24 years

Appleton, WI

Thrivent Investment Management inc

2002 - Present • 24 years

Holister, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darren G

Series 63, Series 66

Branson, MO

Eagle Strategies (NY Life)

Darren Godfrey is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2021. Prior to that, he was with APEX Financial Strategies, LLC for 10 years and has maintained affiliations with Nylife Securities Inc. and New York Life Insurance for nearly two decades. Outside of his advisory roles, he is involved with Herschend Family Entertainment. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary asset management model and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Robbins Financial LLC and Charles Schwab & Co., Inc. outside of his current position. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and corporate entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and wealth management programs.

Tax-loss harvesting
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Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise in Branson, MO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Robbins is involved as a silent partner in a local pizza business and participates as a speaker in seminars and workshops. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting

Samuel P

Series 66

Branson West, MO

Edward Jones

Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Religious/faith focused
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